Entries by Troy Sullivan

Can My Stepchildren Contest My Estate Plan In Massachusetts?

Estate planning can be especially sensitive in blended families. In Massachusetts, we regularly meet clients in Gloucester, Rockport, Manchester By The Sea, and Beverly who worry about whether stepchildren can legally challenge their estate plans. When families merge, emotions and expectations about inheritance often collide, creating uncertainty and potential for dispute. Clear planning under Massachusetts […]

How Often Should I Review My Massachusetts Estate Plan?

Estate planning is not a one-time task—it’s a continuing process that evolves as your life changes. We often meet clients in Gloucester, Rockport, Manchester By The Sea, Beverly, and across the North Shore who believe that once their estate plan is signed, it can be set aside forever. Unfortunately, that assumption can leave families unprotected […]

Can A Trust Prevent Family Disputes Among Stepchildren in Massachusetts?

Blended families are common across Massachusetts, particularly in communities like Gloucester, Rockport, Manchester By The Sea, Beverly, and throughout Essex County. As families grow and relationships evolve, estate planning becomes increasingly important. One of the most sensitive issues we encounter involves ensuring fairness and preventing disputes between biological children and stepchildren. Massachusetts probate law recognizes […]

How Can I Protect Both My Spouse And My Children From A Prior Marriage?

Families today are often beautifully blended. In Massachusetts, many of us are remarried, with children from prior relationships as well as new spouses and shared assets. These relationships create love and connection—but also legal complexity. Without a carefully designed estate plan, Massachusetts law may not divide your estate the way you intend. We regularly help […]

How Massachusetts Homestead Laws Affect Your Estate Plan

For many Massachusetts homeowners, the family home is both a major investment and a source of financial security. What many people do not realize is that Massachusetts has specific homestead laws designed to protect that property from certain types of creditors. As estate planning attorneys serving Gloucester, Rockport, Manchester By The Sea, Beverly, and the […]

Coordinating Retirement Accounts With Your Estate Plan in Massachusetts

Many Massachusetts residents focus their estate planning on wills and trusts but overlook one of the most significant components of their overall estate—retirement accounts. IRAs, 401(k)s, 403(b)s, and other tax-deferred plans often represent a substantial portion of a person’s wealth. When these accounts are not properly coordinated with an estate plan, families may face unintended […]

Estate Planning for Blended Families in Massachusetts

Families across Massachusetts are increasingly diverse. Many include children from prior marriages, stepchildren, and second spouses. As estate planning attorneys serving Gloucester, Rockport, Manchester By The Sea, Beverly, and all of the North Shore and Essex County, we see firsthand how Massachusetts law affects blended families. While love brings people together, state inheritance rules can […]

Estate Planning for Massachusetts Families With Step Children

Modern families come in all forms, and many households in Massachusetts include blended families and stepchildren. As estate planning attorneys serving Gloucester, Rockport, Manchester-by-the-Sea, Beverly, and the North Shore, we understand how Massachusetts law can create unexpected complications for these families. Without a well-drafted estate plan, a surviving spouse or stepchild can easily be left […]

What Is Estate Planning And Why Every Massachusetts Resident Needs It

Estate planning is one of the most important steps we can take to protect our loved ones and ensure our wishes are carried out under Massachusetts law. Whether we live in Gloucester, Rockport, Manchester By The Sea, Beverly, or anywhere in Essex County, estate planning gives us the ability to decide who inherits our property, […]

Key Documents Every Massachusetts Estate Plan Should Include

When we sit down with families in Gloucester, Rockport, Manchester By The Sea, Beverly, and throughout the North Shore, the first question we are often asked is simple: what documents do I truly need in my estate plan? Many people think of a will and little else. In reality, Massachusetts law requires a more complete […]